REIPX
T. Rowe Price Equity Income Fund I Class
Mutual fund
$44.03+0.23 (+0.53%)Close Oct 2, 2026
Dec 17, 2015 – Oct 2, 2026, Dividends reinvested
- Final balance
- $32,401
- CAGR
- +11.51%
- Max drawdown
- −39.69%
- Sharpe ratio
- 0.72
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.23%
- 3M
- −0.47%
- 6M
- +13.83%
- YTD
- +15.43%
- 1Y
- +19.72%
- 3Y
- +18.43%
- 5Y
- +10.80%
- 10Y
- +11.20%
- Since 2015
- +11.51%
Metrics
Since 2015| Volatility | 17.39% |
|---|---|
| Sortino ratio | 1.00 |
| Calmar ratio | 0.29 |
| Best year, 2019 | +26.78% |
| Worst year, 2018 | −9.20% |
| Positive years | 8 of 10 |
| Longest drawdown | 1.8 years |
Worst drawdowns
Since 2015| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −39.7% | Jan 2020 | Mar 2020 | Jan 2021 | 1 year |
| −19.5% | Jan 2018 | Dec 2018 | Jul 2019 | 1.5 years |
| −18.0% | Feb 2022 | Sep 2022 | Dec 2023 | 1.8 years |
| −14.3% | Nov 2024 | Apr 2025 | Jul 2025 | 7 months |
| −11.9% | Dec 2015 | Feb 2016 | Mar 2016 | 3 months |
Annual returns
2015 from Dec 17 · 2026 through Oct 2